BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$559K
3
+$380K
4
IAU icon
iShares Gold Trust
IAU
+$342K
5
QCOM icon
Qualcomm
QCOM
+$319K

Top Sells

1
+$1.2M
2
+$295K
3
+$269K
4
F icon
Ford
F
+$233K
5
BMY icon
Bristol-Myers Squibb
BMY
+$233K

Sector Composition

1 Technology 11.47%
2 Communication Services 11.13%
3 Financials 6.94%
4 Healthcare 2.89%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.2%
20,862
52
$641K 0.2%
8,200
53
$634K 0.19%
2,637
54
$626K 0.19%
9,950
-2,000
55
$616K 0.19%
37,150
56
$616K 0.19%
418
57
$612K 0.19%
3,632
-100
58
$611K 0.19%
3,842
59
$601K 0.18%
2,892
-175
60
$591K 0.18%
5,579
61
$590K 0.18%
6,094
-175
62
$528K 0.16%
15,916
63
$524K 0.16%
3,700
64
$515K 0.16%
10,800
65
$503K 0.15%
3,080
66
$486K 0.15%
9,430
67
$461K 0.14%
1,458
68
$460K 0.14%
1,218
69
$454K 0.14%
1,504
70
$450K 0.14%
1,955
71
$450K 0.14%
1,155
+207
72
$410K 0.13%
891
73
$410K 0.13%
3,600
74
$404K 0.12%
11,012
75
$382K 0.12%
5,387
1 2
3
4 5